Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – English (Toronto) – IG Wealth Management – Toronto, ON

Company: IG Wealth Management

Location: Toronto, ON

Expected salary:

Job date: Fri, 24 Jan 2025 06:13:16 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelLocation(s): TorontoReferral level: level 2We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

IG Wealth Management’s Corporate Channel is seeking individuals across Canada to join their team as Corporate Employed Advisors. The role requires candidates to be Mutual fund licensed and have at least 3 years of client-facing financial planning experience. Advisors in this role provide holistic financial plans to clients, focusing on their short and long-term goals, retirement, risk management, and estate planning. The role offers a competitive compensation package including base salary, bonus, benefits, and pension, with opportunities for uncapped variable income. Candidates should have strong relationship and sales skills, a University Degree in a relevant field, and proficiency in digital tools. Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation is preferred. Visit IG Wealth Management’s career page for more information and to apply.

Director of Fund Development and Communications – Recruiting in Motion – Vancouver, BC

Company: Recruiting in Motion

Location: Vancouver, BC

Expected salary:

Job date: Thu, 16 Jan 2025 01:18:29 GMT

Job description: , Public Relations, Marketing, or related field. Minimum 5 years experience in fundraising, donor relations… with key stakeholders to achieve desired organizational outcomes. Proficiency in donor database software and digital…

Ontario Teachers’ Pension Plan – Intern – Investments, Total Fund Management, Global Trading (Fall 2025 – 4 month Contract) – Toronto, ON

Company: Ontario Teachers’ Pension Plan

Location: Toronto, ON

Expected salary:

Job date: Tue, 07 Jan 2025 23:09:50 GMT

Job description: The deadline to apply for this role is: Until 11:59 PM of January 26, 2025The OpportunitySeptember 2025-December 2025When you work in an internship role in the Total Fund Management department you will have an engaging work experience where you can apply your analytical skills and passion for markets at a leading investment firm while experiencing the dynamic nature of the trading floor environment. This full immersion experience unfolds in a friendly and open environment where you will work side by side with highly experienced investment professionals and more recent graduates. We embrace diversity of thought and pride ourselves in our strong learning culture. You will be encouraged to offer your opinion and develop both market expertise and strengthen interpersonal skills. As an added benefit, our interns have access to industry tools, research, and an invaluable opportunity to interact with traders, portfolio managers, economic researchers and banks.Who you’ll work withWe are looking to fill one internship position in our Global Trading team within Total Fund Management. Global trading provides execution capabilities to all asset groups and regions, with a focus on minimizing costs while continually improving the execution process. The team is comprised of subject matter experts on market liquidity in various asset classes, who help the portfolio management teams bring trades and realize market ideas in the most efficient way possible.What you’ll doAs an intern in Total Fund Management, you will be encouraged to make the most of your experience at OTPP by asking questions and getting involved in our daily business right from Day 1. Total Fund Management encourages the development of their interns and offers a unique experience with direct exposure to markets in an institutional capacity.During the internship, you will work with a team of traders across various asset classes. The successful candidate will gain a wide array of experience across equities, commodities, fixed income, and FX in global markets.Every day is different on the trading floor and requires a team to collaborate and solve problems in real-time. As a member of the team, you will be required to help tackle ad-hoc problems. You may contribute by building tools that help traders negotiate transactions, research and present findings on different market microstructures or automating trading processes.What you’ll needSeeking a 3rd or 4th year undergraduate or graduate student. The intern candidate should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, student run financial groups, athletics, and entrepreneurial activities.The ideal candidate will possess the following:

  • Currently working towards a degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field
  • Strong understanding and passion for financial markets, instruments, trading strategies, and the global economy
  • Ability to interpret and analyze large financial datasets, economic indicators, and market trends, and derive actionable insights
  • Experience with programming languages is an asset, but not required
  • Strong problem-solving skills and the ability to think critically under pressure
  • Excellent communication skills to articulate trading strategies and market views effectively
  • A proactive and self-motivated attitude with a continuous desire to learn and improve
  • Experience working in a team-oriented environment with a collaborative mindset

Please note that although the deadline for this posting is January 26th, 2025, we will be reviewing applications on a rolling basis. We recommend candidates apply as soon as possibleWhat we’re offeringNumerous opportunities for professional growth and development, including lunch and learnsStudent led team building events on a monthly basisEmployee discount programs including Edvantage and PerkopolisAt Ontario Teachers’, diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check outHow to applyAre you ready to pursue new challenges and take your career to the next level? Apply today! The following documents are required to be uploaded with your application:ResumeCopy of your transcriptsYou will also be invited to complete a pre-recorded digital interview as part of your application.We thank you for applying, however, only those selected for a personal interview will be contacted. Note that candidates must be legally entitled to work in the country where this role is located.Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.The privacy of your personal information is important to us. Please visit our to learn how we handle your personal information.Functional Areas: AdministrationRequisition ID: 6161

Ontario Teachers’ Pension Plan – Intern – Investments, Total Fund Management Beta Management (Summer 2025- 8 or 12 Month Contract) – Toronto, ON

Company: Ontario Teachers’ Pension Plan

Location: Toronto, ON

Expected salary:

Job date: Wed, 08 Jan 2025 04:13:52 GMT

Job description: The deadline to apply for this role is: Until 11:59 PM of January 26, 2025The OpportunityMay 2025-December 2025 OR April 2026 (8- or 12-Month Contract)When you work in an internship role in the Total Fund Management department you will have an engaging work experience where you can apply your analytical skills and passion for markets at a leading investment firm while experiencing the dynamic nature of the trading floor environment. This “full immersion” experience unfolds in a friendly and open environment where you will work side by side with highly experienced investment professionals and more recent graduates. We embrace diversity of thought and pride ourselves in our strong learning culture. You will be encouraged to offer your opinion and develop both market expertise and strengthen interpersonal skills. As an added benefit, our interns have access to industry tools, research, and the opportunity to interact with traders, portfolio managers and economic researchers.Who you’ll work withWe are looking for an intern to join our Beta Management team within Total Fund Management. Beta Management provides best-in-class management of our passive cross-asset investment portfolio including implementation of changes to our asset mix using a combination of both derivative and cash instruments. The team consists of subject matter experts across all asset classes, proficient in accessing and maintaining Total Fund exposures efficiently.What you’ll doAs an intern in Total Fund Management, you will be encouraged to make the most of your experience at OTPP by asking questions and getting involved in our daily business right from the start. Total Fund Management encourages the development of their interns and offers a unique experience with direct exposure to markets in an institutional capacity.Throughout the internship, you will work with a team of portfolio managers across the equity, fixed income, commodity, credit and foreign exchange asset classes. The successful candidate will gain experience in managing our asset mix positions while supporting the Fund’s risk-adjusted return targets subject to our internal constraints including risk, liquidity and leverage.Situated on the trading floor, each day will present unique challenges that require teamwork, collaboration and real-time problem solving across global markets. As a member of this team, you will have the opportunity to tackle ad-hoc issues and develop tools that enhance analytics to support investment decision-making. The role involves regular interaction with the trading team to ensure seamless market access for position management.What you’ll need

  • You are enrolled in your 3rd or 4th year of undergraduate studies or pursuing graduate studies.
  • You are naturally inquisitive and demonstrate a proactive approach to learning and problem-solving.
  • You aspire to thrive in a dynamic environment and can work well within a team setting.
  • You have strong skills in programming concepts, with proficiency in Python and SQL.
  • You have experience in creating dashboards, with proficiency in Microsoft Power BI being an asset.
  • While your specific field of study is flexible, we encourage applications from those with a strong academic record and a shared passion for financial markets.
  • You must be enrolled in a co-op program or returning to your studies after the work term is completed.

Please note that although the deadline for this posting is January 26th, 2025, we will be reviewing applications on a rolling basis. We recommend candidates apply as soon as possible.What we’re offeringNumerous opportunities for professional growth and development, including lunch and learnsStudent led team building events on a monthly basisEmployee discount programs including Edvantage and PerkopolisAt Ontario Teachers’, diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check outHow to applyAre you ready to pursue new challenges and take your career to the next level? Apply today! The following documents are required to be uploaded with your application:ResumeCopy of your transcriptsYou will also be invited to complete a pre-recorded digital interview as part of your application.We thank you for applying, however, only those selected for a personal interview will be contacted. Note that candidates must be legally entitled to work in the country where this role is located.Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.The privacy of your personal information is important to us. Please visit our to learn how we handle your personal information.Functional Areas: AdministrationRequisition ID: 6205

Director, Program and Fund Development – Diabetes Canada – Toronto, ON

Company: Diabetes Canada

Location: Toronto, ON

Expected salary:

Job date: Sun, 12 Jan 2025 08:45:58 GMT

Job description: A world free of the effects of diabetes is our vision. That’s why we’re working together to improve the quality of life of people living with diabetes. We’re sharing knowledge and creating connections for individuals and the health-care professionals who care for them; advocating through public policy; and funding research to improve treatments and find a cure to end diabetes.Join our dedicated, talented Diabetes Canada team and together, #LetsEndDiabetes!Role OverviewThe Director, Program and Fund Development, reporting to the Executive Director (ED), Community Fundraising and Events (CFE), plays a crucial role in developing, leading and growing Diabetes Canada’s national peer-to-peer (P2P) fundraising program. This role focuses on event logistics, marketing strategies, fundraising materials and successful program implementation to increase revenue. Key accountabilities include project development and management, P2P fundraising and sponsorship sales, community engagement and participant retention. This position collaborates cross-functionally with external vendors, and internal partners from the fund development team, Marketing, IT, Finance, and Procurement.Though currently not direct people management position strong leadership skills are essential for managing and motivating volunteers and cross functional teams. This role has the potential to evolve into a people management position with direct reports as the program expands in 2026.Location:1300 – 522 University Ave. Toronto, Ontario. A flexible work agreement policy in place allowing employees to work on a hybrid schedule, working remotely, and with the expectation of attending in person events when needed.This role includes, but not limited to:Event Strategy and Execution

  • Develop event strategy in collaboration with the ED of CFE, overseeing all operations related to P2P, Gala and sponsorship, including physical logistics, committee development, and team and individual recruitment. This includes creating a new P2P event for Diabetes Canada (DC) to be launched in 2026.
  • Execute digital event logistics.
  • Lead sponsorship and corporate team recruitment in collaboration with the CFE team and in partnership with DC’s Corporate Partnerships team where appropriate.

Strategy Development

  • Develop and implement the overarching strategy for P2P, utilizing data, industry insights, and best practices.
  • Align strategies with the organization’s current strategic plan.
  • Generate, evaluate, and implement innovative strategies to grow the portfolio.
  • Stay up-to-date on current industry practices and standards in P2P fundraising.

Program Development

  • Develop one-to-three-year business plans and budgets for the P2P Signature events program.
  • Research and develop new events to ensure P2P events portfolio remains fresh and facilitates smooth transitions from events nearing the end of their life cycles to new programs.
  • Ensure the integration of compelling mission-based messaging within the portfolio.
  • Develop and execute a training program for the P2P program, including internal communications, virtual training and in-person training for CFE and other DC partners.
  • Lead the development of participant, donor and volunteer experience plans.
  • Work with the DC’s Donor Stewardship team to develop and execute appropriate donor recognition plans and collaborates with the broader team to transition donors between fundraising and stewardship activities.

Operations and Budget Management

  • Conduct monthly reviews of department spending against budget and ensures accurate and timely accounting and reporting of expenses.
  • Comply with DC’s financial accounting, IT contract and purchasing policies and procedures.
  • Work with the Technology and Data team to integrate technology into processes and develop efficient tracking systems and dashboards.

People Management (Current)

  • Lead, motivate and support a team of volunteers to achieve program objectives.
  • Collaborate with stakeholders to plan and execute initiatives to drive program success.
  • Work closely with other DC teams to align goals and ensure effective program execution.

People Management (Future)

  • Potentially lead the hiring, coaching, and management of a direct team as the P2P program expands.
  • Build a high-performing team, developing clear goals, providing regular feedback and offering development opportunities.

The ideal candidate possesses:

  • University or College degree in Fundraising, Non-Profit Management, Business Administration Marketing, Communications, or related discipline, or equivalent experience
  • At least 7 years of experience in planning and implementing fundraising events, with a focus on Peer-to-Peer fundraising
  • Demonstrated success in securing event sponsorships of five-figures or more
  • Proficient in using fundraising CRM (Customer Relationship Management) application , e.g. Blackbaud, Luminate
  • Strong communication skills, persuasive communication and teamwork abilities
  • Proficiency with Microsoft Office (PowerPoint, Excel, Word and Outlook) and donor databases
  • Capability to work within tight timelines and prioritize tasks in a dynamic environment
  • Advanced organization skills and attention to detail
  • Professionalism, judgement, and discretion with confidential information
  • Willingness to learn and take on additional responsibilities as needed
  • Strong analytic and problem-solving skills
  • Ability to interact positively as a team member, a team lead, and respected voice with volunteers, donors, sponsors and event participants
  • High degree of initiative and collaboration, promoting a positive work environment
  • Flexibility to travel throughout the Canada and to attend evening and weekend events.
  • Commitment to Diabetes Canada’s Mission, Vision and Core Values

What Diabetes Canada Can Offer You

  • A meaningful role, making a difference every day for people living with or at risk of diabetes.
  • An entrepreneurial environment, working for a national organization where you feel valued, recognized, and rewarded.
  • A high-performing, collaborative team environment and a commitment to building a healthy and engaged work culture.
  • Flexible work agreement policy in place allows employees to work regularly remote and/or hybrid schedule.
  • Competitive compensation and comprehensive group benefits plan, includes health/dental, life insurance, disability coverage, Employee and Family Assistance Program (EFAP) and company-match Pension/RRSP.
  • Most group benefits start on Day 1 when you join Diabetes Canada (health and dental coverage, life insurance and EFAP).
  • Access to a mental wellness app offering guided mediation and self-guided learning on a wide range of topics. All employees can subscribe, along with up to 5 family members or friends.
  • Generous paid time-off benefits include additional paid holidays beyond the recognized provincial statutory holidays, and an end-of-year holiday office closure.
  • A work culture committed to fostering a diverse and inclusive workplace that celebrates differences and provides equal opportunities for all.

Our Core Values:ACE-IT: Agility, Collaboration, Excellence, Integrity, Taking InitiativeAbout the Application ProcessIf you are already on Diabetes Canada’s job posting site, click on the “Apply Now” button found at the bottom-left of this screen. You will be required to complete a very brief questionnaire and submit your résumé and covering letter. If you are not on DC’s job posting site, go to the webpage: and click on “View Job Openings”.If you experience any issues with the application process, please contact us at:Must be legally eligible to work in Canada and, where applicable, must have a valid work permit or study permit that allows the candidate to fulfill the requirements of the role.Diabetes Canada welcomes applications from all qualified candidates, including people of all genders, Indigenous peoples, persons with disabilities, and members of visible minorities. We value a diverse workforce that reflects the communities we serve.We are committed to accommodating people with disabilities as part of our hiring process. If you require accommodations, please advise us during the recruitment process.We thank all interested applicants; however, only those selected for an interview will be contacted.

Diabetes Canada is working towards creating a world free of the effects of diabetes by improving the quality of life for individuals living with the condition. They are focusing on sharing knowledge, creating connections, advocating through policy, and funding research to improve treatments and find a cure. The Director, Program and Fund Development plays a key role in developing and growing Diabetes Canada’s national peer-to-peer fundraising program. Responsibilities include event logistics, marketing strategies, participant recruitment, and budget management. The ideal candidate will have experience in fundraising events, strong leadership skills, and a commitment to Diabetes Canada’s mission and values. The organization offers a competitive compensation and benefits package, a flexible work agreement policy, and opportunities for professional growth. They are committed to creating a diverse and inclusive workplace. Interested candidates can apply on the Diabetes Canada website.

CIBC – Senior Manager, Fund & Distribution Governance, Sales Practices – Bilingual – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Wed, 25 Dec 2024 05:23:49 GMT

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingReporting to the Director, Fund & Distribution Governance, the Senior Manager, Fund & Distribution Governance – Sales Practices, is responsible for ensuring CAM complies with the requirements outlined in National Instrument 81-105 (NI81-105). This is accomplished through the review of expense reports and ad-hoc requests for sponsorships and business development events.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How you’ll succeedGovernance – Maintaining a robust Sales Practice monitoring and reporting program. Daily monitoring of CAM Expense Reports and ad-hoc requests. Quarterly and Annual Reviews (Stress Tests). Additionally, you will assist in various Reviews and Audits of CAM, either internal to CIBC or from external regulatorsRelationship building – Support the CAM Sales Team by providing guidance on how best to meet their Sales Practices requirements, which also includes identifying operational efficiencies and work simplification wherever possible. You will provide guidance for any potential risk or compliance issue pertaining to Sales Practices, identified during monitoring activities and escalate to CAM Senior Management and/or WM Compliance when warranted.Act as Records Coordinator – Fulfill the role of Records Coordinator for the CAM F&DG Team.Support the overall F&DG team – Act as a backup to the Senior Manager F&DG for some of their duties, in the event of absences due to vacation, peak periods, etc.Providing expert knowledge of CIBC’s stated governance and regulatory control- Act as subject matter expert for Sales Practices and provide consistent and relevant knowledge pertaining to CAM’s regulatory controls and governance: Provide guidance for any risk and compliance issues raised and Build and maintain knowledge of all securities legislation and other rules affecting Sales Practices in the mutual fund industryEnsuring operational efficiencies are identified and considered for implementation- Participate in developing new controls, or updating existing controls including executing action plans and implementation of controls. Additionally, you will make recommendations for operational improvements and/or changes that allow CAM to comply with CIBC and CAM policies and procedures as well as enhance the efficiency and effectiveness of operational controlsWho you areYou have experience in the Canadian Mutual Fund industry and the regulatory framework in which it operates. While the role has a clear focus on NI81-105, you can demonstrate knowledge of the various regulatory bodies governing the creation and distribution of MF in Canada (OSC, CIRO, AMF). As well as an understanding of the various distribution channels currently offering CAM productsYou’re driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to lifeYou give meaning to data. You enjoy investigating complex problems, and making sense of information. You’re confident in your ability to communicate detailed information in an impactful wayValues matter to you. You bring your real self to work and you live our values – trust, teamwork and accountabilityYou’re fluent in French and English to support business operations outside of Quebec, CanadaWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location Toronto-161 Bay St., 22ndEmployment Type RegularWeekly Hours 37.5Skills Accountability, Controls Testing, Employee Relationships, Mutual Funds, Process Streamlining, Regulatory Compliance, Regulatory Controls, Risk Management, Risk Management and Mitigation, Sales Practices

Fidelity Investments – Fund Treasury Analyst – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Sat, 14 Dec 2024 08:24:39 GMT

Job description: Job DescriptionAbout Us:At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.The Opportunity:The Fund Treasurer’s Office represents the interests of investors, overseeing financial and operational matters that affect the funds and their investors. The Fund Treasury Analyst position is responsible for contributing to the oversight of our Fund Administrator and other service providers to the funds principally in the area of foreign markets. The Fund Treasury Analyst will oversee certain oversight controls and/or review documentation ensuring third party services and deliverables are met and within established guidelines and service level agreements requirements. The Fund Treasury Analyst will work closely with the Fund Treasury Senior Analysts, Managers and Directors in the continual assessment of the oversight model and provide feedback to enhance its overall effectiveness.What You Will Do:

  • Provide oversight and support of reviewing deliverables from third-party service providers for fund administration activities of the funds. Ensure services and deliverable meet prescribed standards and guidelines.
  • Maintain effective and positive relationships with the service delivery teams and custodian bank.
  • Conduct procedures (daily, weekly, monthly, etc.) to oversee the services and activities carried out by the fund administrator on behalf of the funds.
  • Act as an initial point personnel in uncovering and resolving issues. The analyst will actively identify issues, investigate with service providers on resolutions and escalate to senior staff as needed.
  • Support the Fund Treasury Senior Analysts, Managers and Directors in any incident and error reporting requirements. Responsible for the timely escalation of any related incidents or errors for reporting and supporting the investigation with third party vendor on appropriate action plans.
  • Support the preparation of scorecard materials on related oversight activities. Provide explanations and/or remediation plans for any metrics which fall below established thresholds.
  • Participate in ongoing due diligence of third-party service providers and provide support in the preparation of the questionnaire, meeting materials and the final summary reports to the various committees.
  • Assist in the preparation of presentation materials for external committees and boards.
  • Act as a backup in the absence of the Fund Treasury analysts and/or senior analysts, performing coverage over the required oversight functions.
  • As required for each reporting cycle, assist in the review of fund continuous disclosure documents including Annual and Semi-Annual financial statement reports and the Management Report of Fund Performance.
  • As required for each calendar year-end, assist in the review of the Fund’s year-end distributions and/or related Fund tax filings.

What We’re Looking For:

  • 1 year of experience within the financial services/brokerage industry
  • University degree within Accounting/Finance or equivalent work experience
  • Fund Accounting experience and/or fund industry related experience
  • 1-2 years of experience in coaching and a people management type of role is an asset
  • Enrolment or completion of the Chartered Professional Accountant (CPA) designation, an asset

The Expertise You Bring:

  • Subject Matter Expertise: Sound knowledge of fund accounting
  • Analytical and Problem-Solving Skills: Performs, and leads on occasion, moderately complex analyses, accurately interprets information and consistently provides meaningful and actionable business insight
  • Prioritization and Time Management: Ability manage numerous projects simultaneously
  • Innovation and Creativity: Challenges conventional ideas and accepted way of doing things. Explores creative ideas and different perspectives and is open to discussion and debate
  • Initiative: Has the confidence, drive and self-motivation to act proactively instead of waiting for direction to achieve results.
  • Excellent verbal and written communication skills – ability to write effectively, both in person and over the phone/email
  • Ability to work in a team as well as independently in a quick paced environment
  • Excellent analytical and problem resolution skills
  • Able to adapt to change and successfully deliver on goals
  • Has confidence and self-motivation to be proactive
  • Strong computer skills including proficiency in Office – Excel & Word, Adobe.

Current work authorization for Canada is required for all openings.This is a hybrid role with a mix of remote and in-office workingFidelity Canada is an equal opportunity employerFidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

CPP Investments – Intern Analyst, Portfolio Management – Total Fund Management – Toronto, ON

Company: CPP Investments

Location: Toronto, ON

Expected salary:

Job date: Fri, 20 Dec 2024 07:47:18 GMT

Job description: Company DescriptionMake an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $600 billion, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability. The CPP Fund is projected to reach $3 trillion by 2050. CPP Investments invests in all major asset classes, including public equity, private equity, real estate, infrastructure and fixed-income instruments, and is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo and Sydney.CPP Investments attracts and selects high-calibre individuals from top-tier institutions around the globe. Join our team and look forward to:

  • Diverse and inspiring colleagues and approachable leaders
  • Stimulating work in a fast-paced, intellectually challenging environment
  • Accelerated exposure and responsibility
  • Global career development opportunities
  • Being motivated every day by CPP Investments’ important social purpose and unshakable principles
  • A flexible/hybrid work environment combining in office collaboration and remote working
  • A deeply rooted culture of Integrity, Partnership and High Performance

If you share a passion for performance, value a collegial and collaborative culture, and approach everything with the highest integrity, here’s an opportunity for you to invest your career at CPP Investments.Job DescriptionThe Total Fund Management Department:In Total Fund Management (“TFM”), we are building the capabilities to enable a consistent framework for the long-term management of the firm’s investment strategy. TFM consists of seven groups: Applied Research & Models, Exposure, Leverage, & Liquidity Management, Portfolio Design and Construction, Trading, TFM Business Management.The Exposure, Leverage, and Liquidity Management (ELLM) team works in partnership with groups across TFM and is responsible for the management of the total Fund’s Equity and Fixed Income Balancing Portfolios, leverage, and public market liquidity portfolios. ELLM is currently recruiting portfolio management interns in the team from May to August 2025. Candidates in an undergraduate co-op program or non-co-op program who will be graduating in December 2025 or later are eligible to apply.Responsibilities:

  • Helping our team with day-to-day portfolio management and financing execution activities on the desk, such as risk analysis, profit- and-loss attribution and other analysis.
  • Developing on desk analytical tools.
  • Ad-hoc projects analyzing topics such as portfolio management, trading, market structure and financing opportunities.

QualificationsPosition Requirements:

  • The ideal candidate will be graduating from an undergraduate or graduate program in December 2025 (or later) and is working towards a degree in a STEM or business field.
  • The team works in a dynamic interactive environment which requires the candidate to have excellent written and verbal communication skills.
  • Interest in finance/investment management.
  • Ability to prioritize work and manage multiple responsibilities simultaneously.
  • Candidates must exemplify CPP Investments’ guiding principles of high performance, integrity, and partnership.

Additional InformationIf you have an interest in working with talented professionals in the financial industry in an environment of integrity, partnership, and high performance then you should consider a career in Total Fund Management at CPP Investments.To apply, please include a cover letter, resume, and transcripts (full unofficial version) by January 5, 2025, at 11:59 PM EST.Visit our or Follow us on .At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability. We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.Our Commitment to Inclusion and Diversity:In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.Disclaimer:
CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

CPP Investments – Intern Analyst, Portfolio Management – Total Fund Management – Toronto, ON

Company: CPP Investments

Location: Toronto, ON

Expected salary:

Job date: Thu, 19 Dec 2024 23:10:06 GMT

Job description: Company DescriptionMake an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $600 billion, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability. The CPP Fund is projected to reach $3 trillion by 2050. CPP Investments invests in all major asset classes, including public equity, private equity, real estate, infrastructure and fixed-income instruments, and is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo and Sydney.CPP Investments attracts and selects high-calibre individuals from top-tier institutions around the globe. Join our team and look forward to:

  • Diverse and inspiring colleagues and approachable leaders
  • Stimulating work in a fast-paced, intellectually challenging environment
  • Accelerated exposure and responsibility
  • Global career development opportunities
  • Being motivated every day by CPP Investments’ important social purpose and unshakable principles
  • A flexible/hybrid work environment combining in office collaboration and remote working
  • A deeply rooted culture of Integrity, Partnership and High Performance

If you share a passion for performance, value a collegial and collaborative culture, and approach everything with the highest integrity, here’s an opportunity for you to invest your career at CPP Investments.Job DescriptionThe Total Fund Management Department:In Total Fund Management (“TFM”), we are building the capabilities to enable a consistent framework for the long-term management of the firm’s investment strategy. TFM consists of seven groups: Applied Research & Models, Exposure, Leverage, & Liquidity Management, Portfolio Design and Construction, Trading, TFM Business Management.The Exposure, Leverage, and Liquidity Management (ELLM) team works in partnership with groups across TFM and is responsible for the management of the total Fund’s Equity and Fixed Income Balancing Portfolios, leverage, and public market liquidity portfolios. ELLM is currently recruiting portfolio management interns in the team from May to August 2025. Candidates in an undergraduate co-op program or non-co-op program who will be graduating in December 2025 or later are eligible to apply.Responsibilities:

  • Helping our team with day-to-day portfolio management and financing execution activities on the desk, such as risk analysis, profit- and-loss attribution and other analysis.
  • Developing on desk analytical tools.
  • Ad-hoc projects analyzing topics such as portfolio management, trading, market structure and financing opportunities.

QualificationsPosition Requirements:

  • The ideal candidate will be graduating from an undergraduate or graduate program in December 2025 (or later) and is working towards a degree in a STEM or business field.
  • The team works in a dynamic interactive environment which requires the candidate to have excellent written and verbal communication skills.
  • Interest in finance/investment management.
  • Ability to prioritize work and manage multiple responsibilities simultaneously.
  • Candidates must exemplify CPP Investments’ guiding principles of high performance, integrity, and partnership.

Additional InformationIf you have an interest in working with talented professionals in the financial industry in an environment of integrity, partnership, and high performance then you should consider a career in Total Fund Management at CPP Investments.To apply, please include a cover letter, resume, and transcripts (full unofficial version) by January 5, 2025, at 11:59 PM EST.Visit our or Follow us on .At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability. We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.Our Commitment to Inclusion and Diversity:In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.Disclaimer:
CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

Mackenzie Financial Corporation – Summer Intern, Fund Financial Reporting – Toronto, ON

Company: Mackenzie Financial Corporation

Location: Toronto, ON

Expected salary:

Job date: Sun, 15 Dec 2024 23:14:48 GMT

Job description: Job Description:Grade: S3Division: IGM Asset Management OperationsIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.At Mackenzie Investments You Can Build Your Career with Confidence.We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.Mackenzie Investments is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.Position:Fund Financial Reporting is currently hiring an intern looking for a summer term position, May to August. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.Fund Financial Reporting is responsible for regulatory reporting for all IGM mutual funds, exchange-traded funds, pooled funds and offshore funds.The role works as part of a wider Fund Financial Reporting team to prepare and analyze financial, statistical and portfolio information for these funds.Located in our Toronto office, the intern will be responsible for the following activities:

  • Preparing the interim and annual financial statements and management reports of the fund performance (MRFP) for mutual funds and pooled funds, as necessary;
  • Ensuring all data for each fund’s financial statement, MRFP and Quarterly Portfolio Disclosure is accurate and completed within a tight regulatory timeline;
  • Coordinating the creation of final PDF documents with a desktop vendor and ensuring all changes to data, tables, and charts are done accurately;
  • Review data accuracy in Fund Facts documents;
  • Assist in preparing Fund tax calculations and tax return filings
  • Ensuring all internal and regulatory timelines are met
  • Assisting in various adhoc projects, as necessary.

Please visit our career page by clicking on the following link:We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.Please apply by January 19, 2025#LI-JS2#LI-Hybrid